Family Wealth & Business Succession

Update: Creating or changing a will or power of attorney during the COVID-19 pandemic

Phillip Hewitt 29/09/2020

Earlier this year we wrote an article about legislation which temporarily allows remote witnessing of documents which would otherwise need to be witnessed in the physical presence of a signatory. This legislation will continue to be in force until 26 March 2021.

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Family Wealth & Business Succession

Changes to the application of foreign surcharges on testamentary trusts

Phillip Hewitt 26/08/2020

From 1 January 2021, trustees of testamentary discretionary trusts may be subject to surcharges on residential land in New South Wales owned or acquired by the trust. In this article, our Estate Planning specialist, Phillip Hewitt, explains what you need to know about this recent law reform.

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Family Wealth & Business Succession

Creating or changing a will or power of attorney during the COVID-19 pandemic

Phillip Hewitt 27/04/2020

Making or changing your estate plan during the COVID-19 pandemic has just become easier with new laws that allow wills, powers of attorney and enduring guardian appointments to be made by Zoom, Skype, WhatsApp and FaceTime.

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Family Wealth & Business Succession

Change is the one constant

Phillip Hewitt 29/10/2019

Being prepared means having a plan. In business, taking the time to plan for succession is critical. SWS Lawyers’ business succession specialist Phillip Hewitt guides you through what you need to know in Hunter Headline.

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Family Wealth & Business Succession

Testamentary Trusts – Why everyone is talking about them

Phillip Hewitt 26/02/2019

Our Estate Planning team explains the factors to consider when deciding whether to structure your Will to include a testamentary trust.

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Family Wealth & Business Succession

Could the new same-sex marriage laws impact your estate plan?

Phillip Hewitt 13/03/2018

In this article our Estate Planning group considers whether a Will executed by a person in a same-sex marriage prior to the recent legislative changes may have been nullified by virtue of the marriage.

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Family Wealth & Business Succession

Protecting your Wealth for Future Generations: Estate Planning Update

Phillip Hewitt 25/09/2017

You’ve worked hard during your lifetime to accumulate wealth. You’ve made a Will. But will your assets actually go where you want them to go? In this article, our estate planning group discusses family provision claims and the ways in which you can protect your estate.

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Family Wealth & Business Succession

Directing Self-Managed Superannuation Fund death benefits: Estate Planning Update

Phillip Hewitt 27/02/2017

Our estate planning group outlines the way your self-managed super fund death benefits can be passed to beneficiaries on your death.

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Family Wealth & Business Succession

Have you considered your Estate Plan?

Phillip Hewitt 25/10/2016

Estate planning is much more than simply putting a Will in place. In this article our estate planning group discusses the benefits of having an effective Estate Plan in place.

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Family Wealth & Business Succession

Practical guidance on Buy/Sell Agreement

Phillip Hewitt 29/02/2016

Our Estate Planning team explains the importance of putting in place an appropriately drafted Buy/Sell Agreement (and corresponding insurance) to ensure certainty when business partners divorce.

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